Data Administration Manager

5 days ago

London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time
Data Administration Manager

We are seeking an experienced Data Administration Manager to join our team at Artemis Recruitment Consultants Ltd. The successful candidate will be responsible for managing all data and systems related to the Administrative function of the business, working closely with the Administration Manager to ensure effective use of administrative systems and corporate reporting systems.

Key Responsibilities:
  1. Maintenance and development of the client relationship management system, Intelligent Office (iO)
  2. Liaise with Group MI Manager on all changes and developments with iO
  3. Assist with the maintenance and systems updates, automatic valuations, data downloads and cleansing, Document Designer, system developments and troubleshooting
  4. Manage users (adding, updating and removing)
  5. Support internal enquiries, providing relevant training and communication to the administration teams
  6. Monitor adherence to processes and accuracy/integrity of data
  7. Oversee integrations with iO with other third-party systems & Providers
  8. Providing cover and support to the Group Management Information Manager and the team with the provision of accurate MI reporting
  9. Management of Cash Matching Directory, such as fee splits, monthly FCI review and setting up annual regular initial fees
  10. Processing new business - collating, reporting and troubleshooting, Management of Regular contributions/withdrawals spreadsheet
  11. Processing information requests including miscellaneous requests for data, provision of statistics for Advisers and Investor related projects
  12. Maintenance and development of other third-party systems & Providers
  13. Manage relationship with DocuSign and Volume. Overseeing all maintenance and system updates, developments and troubleshooting (including downtime planned & unplanned)
  14. Manage users, providing training and handling enquiries related to the administration systems
  15. Oversee technical development through the exploration of opportunities to increase efficiencies and/or reduce errors via system developments, liaising with the Operations Director and Director of Wealth Planning on proposed improvements
  16. Liaison and relationship management with providers on new agency applications, including adding, updating and removing users, training, enquiries and overseeing the Provider Agency List
  17. Following acquisitions, adviser hires and other key projects e.g. retirements/successions, manage iO/Volume data integration projects alongside the Operations Director and Group MI Manager
  18. Assist with the provision of data/systems induction training for new central administration employees, working alongside the Administration Manager on design, delivery and ongoing enhancement of the programme
  19. Assist with the preparation and provision of data/systems maintenance, guidance documentation and training for existing administration staff where appropriate
Requirements:

The successful candidate will have:

  1. 2-3+ years' experience within the independent sector of the financial services industry, in a relevant operations role
  2. 2-3+ years' experience using Intelligent Office, or another industry recognised system, to a high level, with the ability to demonstrate a knowledge of the back-office functionality as well as the user administrative functions
  3. Excellent written and visual presentation skills with high attention to detail
  4. Excellent IT skills, being highly proficient in the use of Microsoft Office packages including at least intermediate Excel knowledge
  5. Understanding of the needs of Financial Services teams and FCA rules and compliance
  6. An advantage if holding a CII Certificate level qualification (and/or other relevant financial qualifications)

This position will be hybrid, with a mixture of working from home and across two office bases - one located in London and the other in Weybridge. You must be able to travel to either office.

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